2008 Schedule A

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OMB No. 1545-0047 Public Charity Status and Public Support SCHEDULE A ' Attach to Form 990 or Form 990-EZ. ' See separate instructions. Department of the Treasury Internal Revenue Service Employer identification number Name of the organization Reason for Public Charity Status (All organizations must complete this part.) (see instructions) (v) Did you notify the organization in col. (i) of your support? (ii) EIN (iii) Type of organization (described on lines 1–9 above or IRC section (see instructions)) (i) Name of supported organization Schedule A (Form 990 or 990-EZ) 2008 For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990. Part I Cat. No. 11285F (Form 990 or 990-EZ) The organization is not a private foundation because it is: (Please check only one organization.) 1 2 3 6 4 5 7 8 9 10 11 a b c d A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). (Attach Schedule H.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital’s name, city, and state: An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.) An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An organization that normally receives: (1) more than 33 1 / 3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1 / 3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? An organization organized and operated exclusively to test for public safety. See section 509(a)(4). (see instructions) An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box Type I Type II Type III–Functionally integrated Type III–Other A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? A family member of a person described in (i) above? Provide the following information about the organizations the organization supports. (i) (ii) (vi) Is the organization in col. (i) organized in the U.S.? (vii) Amount of support (iv) Is the organization in col. (i) listed in your governing document? Open to Public Inspection e By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). A 35% controlled entity of a person described in (i) or (ii) above? (iii) Total f g h 20 08 To be completed by all section 501(c)(3) organizations and section 4947(a)(1) nonexempt charitable trusts. Yes No Yes No Yes No Yes No 11g(ii) 11g(i) 11g(iii)

description

2008 Annual report matierials

Transcript of 2008 Schedule A

Page 1: 2008 Schedule A

OMB No. 1545-0047 Public Charity Status and Public Support

SCHEDULE A

© Attach to Form 990 or Form 990-EZ. © See separate instructions.

Department of the TreasuryInternal Revenue Service Employer identification number

Name of the organization

Reason for Public Charity Status (All organizations must complete this part.) (see instructions)

(v) Did you notifythe organization in

col. (i) of yoursupport?

(ii) EIN

(iii) Type of organization(described on lines 1–9above or IRC section(see instructions))

(i) Name of supportedorganization

Schedule A (Form 990 or 990-EZ) 2008

For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.

Part I

Cat. No. 11285F

(Form 990 or 990-EZ)

The organization is not a private foundation because it is: (Please check only one organization.) 1

2 3

6

4 5

7 8 9

10 11

a

b

c

d

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). (Attach Schedule H.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter thehospital’s name, city, and state: An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) An organization that normally receives: (1) more than 331⁄ 3 % of its support from contributions, membership fees, and gross

receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331⁄ 3 % of itssupport from gross investment income and unrelated business taxable income (less section 511 tax) from businessesacquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

Since August 17, 2006, has the organization accepted any gift or contribution from any of thefollowing persons?

An organization organized and operated exclusively to test for public safety. See section 509(a)(4). (see instructions) An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the

purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h.

If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supportingorganization, check this box

Type I

Type II

Type III–Functionally integrated

Type III–Other

A person who directly or indirectly controls, either alone or together with persons described in (ii)and (iii) below, the governing body of the supported organization?

A family member of a person described in (i) above?

Provide the following information about the organizations the organization supports.

(i) (ii)

(vi) Is theorganization in col.(i) organized in the

U.S.?

(vii) Amount ofsupport

(iv) Is the organizationin col. (i) listed in yourgoverning document?

Open to PublicInspection

e

By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualifiedpersons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).

A 35% controlled entity of a person described in (i) or (ii) above?

(iii)

Total

f g

h

2008 To be completed by all section 501(c)(3) organizations and section 4947(a)(1)nonexempt charitable trusts.

Yes

No

Yes

No

Yes

No

Yes

No

11g(ii)

11g(i) 11g(iii)

Page 2: 2008 Schedule A

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Schedule A (Form 990 or 990-EZ) 2008 Part II

14

Public support percentage for 2008 (line 6, column (f) divided by line 11, column (f))

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)(Complete only if you checked the box on line 5, 7, or 8 of Part I.)

(f) Total

(d) 2007

(c) 2006

(b) 2005

(a) 2004

Calendar year (or fiscal year beginning in) ©

1

The portion of total contributions by eachperson (other than a governmental unit orpublicly supported organization) includedon line 1 that exceeds 2% of the amountshown on line 11, column (f)

2

3

4

Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf

5

The value of services or facilitiesfurnished by a governmental unit to theorganization without charge

Total. Add lines 1-3

6

Public support. Subtract line 5 from line 4.

Gifts, grants, contributions, andmembership fees received. (Do notinclude any "unusual grants.")

Schedule A (Form 990 or 990-EZ) 2008

Section A. Public Support (e) 2008

(f) Total

(d) 2007

(c) 2006

(b) 2005

(a) 2004 7

Gross income from interest, dividends,payments received on securities loans,rents, royalties and income from similar sources

8

9

10

Net income from unrelated businessactivities, whether or not the business is regularly carried on

Other income. Do not include gain orloss from the sale of capital assets(Explain in Part IV.)

11 12

Amounts from line 4

Section B. Total Support (e) 2008

Total support. Add lines 7 through 10

Section C. Computation of Public Support Percentage

15

Public support percentage from 2007 Schedule A, Part IV-A, line 26f

12

14 15 16a

331⁄ 3 % support test—2008. If the organization did not check the box on line 13, and line 14 is 331⁄ 3 % or more, check this boxand stop here. The organization qualifies as a publicly supported organization ©

b

17a

18

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions ©

Gross receipts from related activities, etc. (see instructions)

Calendar year (or fiscal year beginning in) ©

13

First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3)organization, check this box and stop here ©

331⁄ 3 % support test—2007. If the organization did not check a box on line 13 or 16a, and line 15 is 331⁄ 3 % or more, check this box and stop here. The organization qualifies as a publicly supported organization ©

10%-facts-and-circumstances test—2008. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the “facts-and-circumstances” test, check this box and stop here. Explain in Part IV how the organization meets the “facts-and-circumstances” test. The organization qualifies as a publicly supported organization ©

b

10%-facts-and-circumstances test—2007. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% ormore, and if the organization meets the “facts-and-circumstances” test, check this box and stop here. Explain in Part IV how theorganization meets the “facts-and-circumstances” test. The organization qualifies as a publicly supported organization ©

% %

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Schedule A (Form 990 or 990-EZ) 2008 Part III

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First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ©

Support Schedule for Organizations Described in Section 509(a)(2)(Complete only if you checked the box on line 9 of Part I.)

(f) Total

(d) 2007

(c) 2006

(b) 2005

(a) 2004

Calendar year (or fiscal year beginning in) ©

1

Gross receipts from admissions, merchandise sold or services performed, or facilitiesfurnished in any activity that is related to theorganization’s tax-exempt purpose

2

3

Gross receipts from activities that are not anunrelated trade or business under section 513

4

Tax revenues levied for the organization’s benefit and either paid to or expended on its behalf

5

The value of services or facilitiesfurnished by a governmental unit to theorganization without charge

Total. Add lines 1-5

6 Amounts included on lines 1, 2, and 3

received from disqualified persons

7a

Amounts included on lines 2 and 3received from other than disqualifiedpersons that exceed the greater of 1% ofthe total of lines 9, 10c, 11, and 12 for the year or $5,000

b

Add lines 7a and 7b Public support (Subtract line 7c from

line 6.)

8

Gifts, grants, contributions, andmembership fees received. (Do not include any "unusual grants.")

Schedule A (Form 990 or 990-EZ) 2008

c

Section A. Public Support (e) 2008

(f) Total

(d) 2007

(c) 2006

(b) 2005

(a) 2004

Calendar year (or fiscal year beginning in) ©

9 Gross income from interest, dividends,

payments received on securities loans,rents, royalties and income from similarsources

10a

b

Unrelated business taxable income (less section 511 taxes) from businessesacquired after June 30, 1975

c

Add lines 10a and 10b 11

Net income from unrelated businessactivities not included in line 10b,whether or not the business is regularly carried on

Other income. Do not include gain orloss from the sale of capital assets(Explain in Part IV.)

12

13

Amounts from line 6

Section B. Total Support (e) 2008

Total support. (Add lines 9, 10c, 11,and 12.)

15

Public support percentage for 2008 (line 8, column (f) divided by line 13, column (f))

Section C. Computation of Public Support Percentage 16

Public support percentage from 2007 Schedule A, Part IV-A, line 27g

15 16

17

Investment income percentage for 2008 (line 10c, column (f) divided by line 13, column (f)) 18

Investment income percentage from 2007 Schedule A, Part IV-A, line 27h

19a

331⁄ 3 % support tests—2008. If the organization did not check the box on line 14, and line 15 is more than 331⁄ 3 %, and line 17 is not more than 331⁄ 3 %, check this box and stop here. The organization qualifies as a publicly supported organization ©

331⁄ 3 % support tests—2007. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 331⁄ 3 %, andline 18 is not more than 331⁄ 3 %, check this box and stop here. The organization qualifies as a publicly supported organization ©

Section D. Computation of Investment Income Percentage 17

% %

18

% %

b

20

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions ©

Page 4: 2008 Schedule A

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Schedule A (Form 990 or 990-EZ) 2008 Supplemental Information. Complete this part to provide the explanation required by Part II, line 10;

Part II, line 17a or 17b; or Part III, line 12. Provide any other additional information. (see instructions)

Schedule A (Form 990 or 990-EZ) 2008

Part IV